Alta ↑ LATAM
Ecuador
+93.7%
Banana exporter, USD-economy, Guayaquil dredging
Marítimo 40GP 12 m
SINO Lane Tracker Edição 23
agosto de 2026 snapshot
The Atlantic gives it back; air goes the other way
Mexico led the region's rise for two months and now leads its fall, down 35.4%. Twenty-three of twenty-six LATAM destinations printed lower ocean rates. But air did the opposite across the Atlantic — Brazil up 24% — while Iberia followed Europe down. The region is pricing two modes in two directions.
História do mês
The Atlantic gives it back; air goes the other way
Ler a matéria
26 rotas 9 comentadas Publicado em 31 de julho de 2026 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+13.6%
7 rotas
Iberia
-17.6%
2 rotas
Trecho de incorporação
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Livre para uso sob CC BY 4.0. Atribuição incluída no trecho.
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/cluster-momentum/" width="100%" height="280" style="border:0;" loading="lazy" title="SINO Lane Tracker — Cluster momentum"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Atlas · marítimo 40GP MoM
As 26 rotas no mapa
Cada ponto é um país de destino. A cor reflete o delta MoM do marítimo 40GP deste mês. Pontos maiores marcam as 9 rotas que acompanhamos e comentamos a cada mês. Clique em um ponto para ver tarifas e tendência.
- Alta > +5% MoM
- Neutro ±5%
- Queda < −5% MoM
- Sem dados
- Rota comentada
26 pontos representando países de destino estão plotados no mapa. A cor reflete a variação mês a mês. Para navegação por teclado utilize a tabela de dados abaixo na página.
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Livre para uso sob CC BY 4.0. Atribuição a SINO Lane Tracker obrigatória (já incluída no trecho abaixo).
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/world-map/" width="100%" height="640" style="border:0;" loading="lazy" title="SINO Lane Tracker — World atlas"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Nota do editor · agosto de 2026
The Atlantic gives it back; air goes the other way
Mexico led the region's rise for two months and now leads its fall, down 35.4%. Twenty-three of twenty-six LATAM destinations printed lower ocean rates. But air did the opposite across the Atlantic — Brazil up 24% — while Iberia followed Europe down. The region is pricing two modes in two directions.
A equipe por trás desta análise
Ethan WuMarketing ManagerHong Kong
Found ChenStrategic Trade ExpertShenzhen
Ruby LuNorth America & Oceania Market SpecialistShenzhen
The deceleration the carriers themselves flagged in July arrived in full. China → Mexico fell 35.4% to $4,500-$5,500, the sharpest drop in the region and an almost exact mirror of the 38.3% rise that made it July's headline. The deep-sea Atlantic moved as one block: Brazil and Argentina both down 26.9% to $5,310-$6,490, with Uruguay, Paraguay, Bolivia and the Caribbean tracking the same slope. Measured from June rather than July, Brazil is 15.1% cheaper and Mexico 10.7% cheaper, so unlike Europe the Americas have cleared their early-summer base outright.
July closed on a specific re-check: the Pacific Alliance had held flat for two months on a bad data cell, and a clean Chile, Colombia and Ecuador quote was the first thing to verify. August delivered it. Chile and Colombia printed $4,500-$5,500 and Ecuador $5,490-$6,710, all structurally valid for the first time since June. The month-over-month deltas read +58.7% and +93.7%, but that is our own withheld July read arriving late, not a repricing — against the raw quotes those desks actually issued in July, the Pacific eased around 20%. The levels are now right; the deltas need one more cycle to settle.
Air is where the region separates from itself. Across the Atlantic it rose while ocean fell: Brazil +24.0% to $12.40/kg, Argentina +12.7% to the same, Chile +17.3% to $12.90, Uruguay and Paraguay both +24%, the Caribbean +12.7%. Iberia went the other way entirely — Spain −31.7% to $4.10/kg and Portugal −33.8% to $4.90, because Iberia prices with Europe, not with the Americas. When the ocean product gets slower and less certain, Atlantic shippers pay to skip it; that is what a +24% air print against a −27% ocean print means.
Para observar no próximo mês
- The Atlantic has now cleared its June base. A third consecutive fall would move this from surcharge unwind to genuine demand softening on the Santos and Buenos Aires strings.
- The Pacific Alliance needs one clean month on top of this one. Chile, Colombia and Ecuador are structurally valid again, so September prints a level rather than a rebound.
- The air inversion is the region's real signal: Atlantic air up while ocean falls says shippers are buying certainty. If it holds a second month, ocean reliability — not ocean price — is the constraint.
- Iberia is priced by Europe. Spain and Portugal will follow the North-European surcharge cycle, not the LATAM one, and should be quoted on that basis.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ LATAM
Chile
+58.7%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Alta ↑ LATAM
Colombia
+58.7%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Queda ↓ LATAM
Mexico
-35.4%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Queda ↓ LATAM
Brazil
-26.9%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Queda ↓ LATAM
Argentina
-26.9%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Narrativa LATAM
Peru
-26.9%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Narrativa iberian-gateway
Spain
-17.3%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
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Tendência 12 meses · média marítimo 40GP
Como cada cluster se moveu, média marítimo 40GP
Uma linha por cluster editorial. Passe o cursor sobre o gráfico para ver os valores mensais. Útil para detectar mudanças estruturais por trás dos spotlights do mês.
Ver tabela de dados
| Mês | LATAM | Iberia |
|---|---|---|
| 11 meses atrás | $2,796 | $5,138 |
| 10 meses atrás | $2,432 | $3,863 |
| 9 meses atrás | $2,868 | $4,275 |
| 8 meses atrás | $2,805 | $3,250 |
| 7 meses atrás | $2,450 | $3,913 |
| 6 meses atrás | $3,100 | $3,388 |
| 5 meses atrás | $3,648 | $3,150 |
| 4 meses atrás | $3,964 | $3,688 |
| 3 meses atrás | $3,719 | $3,200 |
| 2 meses atrás | $4,983 | $5,280 |
| 1 mês atrás | $5,609 | $6,525 |
| agosto de 2026 | $5,319 | $5,375 |
- LATAM
- Iberia
Trecho de incorporação
Cole este iframe no seu artigo
Livre para uso sob CC BY 4.0. Atribuição a SINO Lane Tracker obrigatória (já incluída no trecho abaixo).
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/cluster-trends/" width="100%" height="540" style="border:0;" loading="lazy" title="SINO Lane Tracker — Cluster trends"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Movimento
Maiores variações — marítimo 40GP
Maiores altas
- Ecuador+93.7%
Banana exporter, USD-economy, Guayaquil dredging
- Chile+58.7%
Copper exporter / lithium triangle gateway via Valparaiso
- Colombia+58.7%
Buenaventura main gateway, Caribbean access via Cartagena
- Costa Rica-14.6%
- El Salvador-14.6%
Maiores quedas
- Mexico-35.4%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
- Venezuela-26.9%
- Uruguay-26.9%
- Trinidad And Tobago-26.9%
- Suriname-26.9%
Cobertura
Todas as 26 rotas com origem China
★ marca as 9 rotas do pool de destaques.
← role para ver todas as colunas →
| Comparar | 12 m | Expandir linha | ||||||
|---|---|---|---|---|---|---|---|---|
| Rota do pool editorial. Argentina | $5,310–$6,490 | $12.40 | $19.21 | — | -26.9% | |||
| Bolivia | $3,895–$4,776 | $11.68 | $19.92 | — | -26.9% | |||
| Rota do pool editorial. Brazil | $5,310–$6,490 | $12.40 | $19.63 | — | -26.9% | |||
| Rota do pool editorial. Chile | $4,500–$5,500 | $12.90 | $20.65 | — | +58.7% | |||
| Rota do pool editorial. Colombia | $4,500–$5,500 | $9.40 | $14.87 | — | +58.7% | |||
| Costa Rica | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Cuba | $12,538–$15,325 | $14.90 | $23.85 | — | -26.9% | |||
| Dominican Republic | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Rota do pool editorial. Ecuador | $5,490–$6,710 | $10.30 | $16.30 | — | +93.7% | |||
| El Salvador | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Guatemala | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Guyana | $5,906–$7,160 | $12.55 | $21.39 | — | -26.9% | |||
| Haiti | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Honduras | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Jamaica | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Rota do pool editorial. Mexico | $4,500–$5,500 | $8.60 | $17.42 | — | -35.4% | |||
| Nicaragua | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Panama | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Paraguay | $5,388–$6,570 | $12.73 | $21.52 | — | -26.9% | |||
| Rota do pool editorial. Peru | $3,895–$4,776 | $11.68 | $19.92 | — | -26.9% | |||
| Rota do pool editorial. Portugal | $4,500–$5,500 | $4.90 | $8.81 | — | -18.0% | |||
| Rota do pool editorial. Spain | $5,175–$6,325 | $4.10 | $7.37 | $7,470–$9,130 | -17.3% | |||
| Suriname | $5,906–$7,160 | $12.55 | $21.39 | — | -26.9% | |||
| Trinidad And Tobago | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Uruguay | $4,946–$6,054 | $15.54 | $25.09 | — | -26.9% | |||
| Venezuela | $5,906–$7,160 | $12.55 | $21.39 | — | -26.9% |
Metodologia
Como construímos o índice.
01 · Fonte de dados
As tarifas são as medianas mensais próprias da SINO Shipping em 26 rotas saindo da China — o book de um único agente de carga, não um índice multi-armador. FCL/LCL/aéreo/ferroviário/expresso capturados na mesma semana de cada mês.
02 · Cobertura
Lane Tracker publishes a single-forwarder benchmark. For the ~14-16 emerging-markets lanes with no public benchmark (Middle Corridor, East Africa, MENA secondary, SE Asia secondary, Caribbean), no comparable data exists publicly.
03 · Cadência e correções
Publicado mensalmente, na última semana do mês, na metodologia v1. Correções materiais ficam registradas no changelog da página de metodologia; snapshots de meses anteriores permanecem congelados nos valores publicados.
Imprensa e dados
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